Helen Brady began her career in the financial services sector, working across human resources, consulting, and credit departments at a national banking institution, AIB Group plc, in Dublin, Ireland. Her early experience provided a strong foundation in both client service and operations.
After relocating to New York, Helen expanded her professional scope by taking on a variety of operational roles in the medical and non-profit sectors. Her leadership and organizational skills were evident in her work co-founding a non-profit supporting a regional environmental center, as well as serving as President of a local sports organization.
Today, Helen plays a central role in the day-to-day operations of the Firm providing direct support to both clients and advisors. She oversees the firm’s administrative and compliance functions, ensuring that processes run smoothly and meet regulatory standards.